William Joseph Bohannan

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Other Businesses

WEST CHESTER ADVISORS, LLC 31 S. HIGH STREET, WEST CHESTER, PA 19382 INVESTMENT RELATED POSITION - OWNER/SOLE PROPRIETOR 1/1/2025 TAX PREPARATION AND ACCOUNTING SERVICES TO CLIENTS 20 HRS MONTH/20 HRS DURING MKT HRS WORLD/TFS INSURANCE AGENCY, INC. 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT 10/2/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES 20 HRS MONTH/10 HRS DURING MKT HRS

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-03-21

Designations

• Certified Financial Planner